Covington, KY 35 Financial Advisors near you
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Covington Financial Advisors Ready to Help
Samm Hayes, OneIndiana Financial Group
(4)
In an industry where investments and insurance are constantly butting heads, I've set myself up to do everything for my clients with no bias in mind. Having the ability to do both the wealth building and the protection allows me to sit down with clients and truly help them accomplish their financial goals, while also eliminating financial concerns.
LABRADOR INVESTMENTS LLC
(1)
We provide financial planning, investment management and tax preparation services. I have the following licenses and credentials: CPA, CFP and Chartered Financial Analyst (CFA). I have held a CPA license since 1985 and have been managing investments and preparing financial planning reports since 1989.
Jason L. Crace, CPA, LLC
Preparing taxes is not complicated. Knowing current regulations, prospective legislation, industry trends and applying them to your financial situation can be. Our services are more than just putting numbers on a form to satisfy a filing requirement. By giving you insight into the filings, perform comprehensive planning, understand your situation and develop affordable strategies, we can help you avoid costly decisions. We build relationships and maintain levels of service above and beyond your expectations. We pride ourselves in knowing that we can assist you no matter what your level of income, current business
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Wealth Wave, LLC
Please visit my websites below for more information:
MichaelRMackay.com - Transamerica Financial Advisors, Inc. [Client Website]
HowMoneyWorks.com/MichaelMackay - Financial Literacy
WealthWave.com/MichaelMackay - Client & Career Website
LinkedIn.com - Search "Michael R. Mackay"
Asamoa & Associates CPA
Willingness to go the extra mile to help our customers to get the best advice either to save money on their taxes or get positive results from operating their businesses successfully
Managed by a knowledgeable CPA who has been in business since 1990 and who has attracted a multiplicity of clients in several States within the US. Always applying myself and learning new tax laws especially the new and complex Section 199A to benefit my client
Satisfied customers since 1990
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Catalyze Wealth Management
Over the years, we noticed that even the smartest people make small mistakes and miss opportunities in their personal finances. Whether it was because these families lacked the time to manage their finances or because their finances weren’t well-coordinated, these mistakes ultimately cost them time, money, and stress.
To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals.
This not only requires
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KANU Asset Management, LLC
kANU ASSET MANAGEMENT, LLC is a Cincinnati, Ohio based Registered Investment Advisory (RIA) Firm with a single focus: To provide sound investment advice and exceptional service to our clients. Our Virtual Family Office delivers unique, exceptional value to our clients, differentiating us from our competitors. Our advisors align with like-minded boutique firms worldwide, firms and professionals with “an alphabet soup of credentials” —including leading CPA’s, Estate Planning Attorneys, trust officers, etc. These partnerships yield our clients the multidisciplinary resources and opportunities they seek as they embrace the
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Kuderer Financial, LLC
- I am a Wealth Advisor providing Financial Planning and Investment Advice services to my clients.
- I am a fee based fiduciary where I am obligated to do what is in my clients best interest always. I
- I work with small business owners in providing group 401k benefits for their employees.
- Have Health & Life Insurance licensee to provide life, long term disability and long term care insurance solutions to my clients.
i am passionate about helping my clients be good stewards and generous with their money & possessions.
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Skylight Financial Group
Rich has been a financial advisor for over 20 years. His experience and training enable him to help clients achieve their long-term financial goals through comprehensive individualized planning. A comprehensive, client-focused approach to financial planning ensures that the recommended strategies encompass each client’s unique financial goals, time frame, and risk tolerance.
He works closely with clients in the development and implementation of financial strategies that encompass the six pillars of financial planning: maximizing cash flow, building your portfolio, managing taxes, protecting your lifestyle, retirement readiness and
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